Q: Thoughts on ISRG's latest quarter?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi, Can you please provide your opinion on current valuation, growth prospects and a decent entry level to start a new position? It was mentioned that stock has seen a run up in its price and may need to consolidate. Actually, just within last 10 days, it has shot up almost 10%, since it was added to 5i Growth Portfolio ( Kudos to your team for the Great selection and Excellent timing !!! }. Thank You
Q: Do you see anything being done differently at Telus International that might portend a rebound to higher valuations? Is this just another hohum company using the “words” of the day to sell their “used cars” or is there really something to them and the rocket is set to launch?
Q: I was under the impression that CLS was a late inning performer and we are not there yet as indicated in earlier responses. So why now having sold it out of the BE portfolio at less than half its current price within the last couple of years. Is CLS an AI player ?
Thx
Thx
Q: Please give your updated analysis of Block and Guardant Health. Would you put new money into either of them? Are they more of a speculative bet right now?
My previous question on CDRs was not intended to be private so please make it public if you wish.
Thanks in advance and please deduct credits for two questions.
My previous question on CDRs was not intended to be private so please make it public if you wish.
Thanks in advance and please deduct credits for two questions.
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Celestica Inc. (CLS)
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BRP Inc. Subordinate Voting Shares (DOO)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Converge Technology Solutions Corp. (CTS)
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Docebo Inc. (DCBO)
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Dye & Durham Limited (DND)
Q: Thx for the heads up on CLS in early May. Looking at insider buying by CEOs and CFOs do you see anything of interest at present? Anything of interest from the growth porfolio with significant insider buying?
Thx
Thx
Q: Can you please provide me with your view on YETI today, thank you.
Q: What would you say about MITK today
Peter
Peter
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Amazon.com Inc. (AMZN)
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Restaurant Brands International Inc. (QSR)
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BRP Inc. Subordinate Voting Shares (DOO)
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Magna International Inc. (MG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Tesla Inc. (TSLA)
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Ulta Beauty Inc. (ULTA)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Crocs Inc. (CROX)
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Celsius Holdings Inc. (CELH)
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Global-E Online Ltd. (GLBE)
Q: My Consumer Descretionary % is a bit low.
1. I'm a little gun shy buying this sector right now due to economy slowing in the face of higher interest rates. It seems the consumer may be struggling here for awhile. Would you bump up a low sector waiting right now or just wait 6-12 months?
2. How would you currently rank the following watchlist for capital appreciation over the next year+? Are there some you would not really consider Consumer Descretionary - seems to be quite a range of business.
SHOP, QSR, ATZ, DOO, TSLA, MG, AMZN, ULTA, CELH, BKNG, GLBE, CROX.
1. I'm a little gun shy buying this sector right now due to economy slowing in the face of higher interest rates. It seems the consumer may be struggling here for awhile. Would you bump up a low sector waiting right now or just wait 6-12 months?
2. How would you currently rank the following watchlist for capital appreciation over the next year+? Are there some you would not really consider Consumer Descretionary - seems to be quite a range of business.
SHOP, QSR, ATZ, DOO, TSLA, MG, AMZN, ULTA, CELH, BKNG, GLBE, CROX.
Q: Hi, would you buying ZIP today? What does the future hold for this company. ?
Thanks. Alnoor
Thanks. Alnoor
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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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Intuit Inc. (INTU)
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Microsoft Corporation (MSFT)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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TMX Group Limited (X)
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Thomson Reuters Corporation (TRI)
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Copart Inc. (CPRT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What would be the 5 Canadian & 5 US stocks that have the biggest moats at this time? Thanks
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SPDR S&P 500 ETF Trust (SPY)
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INVESCO QQQ Trust (QQQ)
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iShares Core S&P Mid-Cap ETF (IJH)
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Vanguard Growth ETF (VUG)
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iShares Core S&P Small-Cap ETF (IJR)
Q: My son, 25, recently married and working in USA, has just begun contributing to ROTH IRA matched by employer and looking for advice on on initiating investment in top 4-6 etf's to achieve long term gains with appropriate market diversification. Also, could you please suggest weightings for each considering moderate to high risk tolerance? Thanks so much. Tony
Q: What is your opinion on ON Semiconductor. What is its forward multiple and growth prospects in this market. Are there other stocks in the sector that you prefer. Thanks for the info.
Q: What is your opinion on HPS.A - is it a worthwhile investment for the long term - is it well run?
Thanks
Thanks
Q: Hi 5i team,
Palantir just won another big contract from Government. Can you please comment on the stock's current valuation and growth outlook? Would you consider buying more at current level?
thank you,
Palantir just won another big contract from Government. Can you please comment on the stock's current valuation and growth outlook? Would you consider buying more at current level?
thank you,
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GLOBAL X FDS (BOTZ)
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KraneShares Global Carbon Strategy ETF (KRBN)
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Global X Uranium ETF (URA)
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Sprott Uranium Miners ETF (URNM)
Q: Hey Guys,
- In this current environment, I know you are not betting people/advisors, But What in Your Opinion that Stands out as a Theme, Investment or Speculative Play that may be something to look at...
- Take speculative funds and invest in what?
Thanks,
M
- In this current environment, I know you are not betting people/advisors, But What in Your Opinion that Stands out as a Theme, Investment or Speculative Play that may be something to look at...
- Take speculative funds and invest in what?
Thanks,
M
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WELL Health Technologies Corp. (WELL)
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Uber Technologies Inc. (UBER)
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Airbnb Inc. (ABNB)
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Lumine Group Inc. (LMN)
Q: Hi Team,
What’s your view on ABNB these days? The stock has been wanting to trend higher this year so far. Is the inclusion into the s and p an ongoing catalyst? I am trying to decide whether to keep it , or sell it while I am now positive on the name . I am a little concerned over regulations such as what NY has just done to them . I was debating if I sold it using the funds to add to my positions in LMN and Well. Looking for the biggest potential long term. Would you endorse the move , suggest a different name not mentioned instead , or just continue to hold ?
Thanks ,
Shane
What’s your view on ABNB these days? The stock has been wanting to trend higher this year so far. Is the inclusion into the s and p an ongoing catalyst? I am trying to decide whether to keep it , or sell it while I am now positive on the name . I am a little concerned over regulations such as what NY has just done to them . I was debating if I sold it using the funds to add to my positions in LMN and Well. Looking for the biggest potential long term. Would you endorse the move , suggest a different name not mentioned instead , or just continue to hold ?
Thanks ,
Shane
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ATS Corporation (ATS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: Hi Team,
The market has done a good job at punishing growth investors as of late (again). If one is looking for opportunity to add today which of the following is the best buy today (long term horizon). ATS, LMN, SHOP, BN? Perhaps rank the order you would purchase them. Thanks
Shane.
The market has done a good job at punishing growth investors as of late (again). If one is looking for opportunity to add today which of the following is the best buy today (long term horizon). ATS, LMN, SHOP, BN? Perhaps rank the order you would purchase them. Thanks
Shane.
Q: Hi there, can you give an update on PET, why the large drop recently and your thoughts on initiating a position at these levels?
Thanks a lot!
Thanks a lot!
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Information Services Corporation Class A Limited Voting Shares (ISV)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Perion Network Ltd (PERI)
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InMode Ltd. (INMD)
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Vertiv Holdings LLC Class A (VRT)
Q: Like everyone else I suppose I am looking for the next great idea. Is there a company or two on your radar that is impressing you with their performance/growth outlook? Maybe tempting you to initiate a report on? Bonus points if it is already profitable, and/or approaching 1 B market cap. Double bonus points if you could see the possibility of them initiating a dividend one day. Just looking to build a short list for further investigation before next year’s TFSA contribution. Thanks so much.